13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910168
Total reported value
$336.9M
$336.9M
195 檔
17.3%
During the Q1 2024 filing period, Ameliora Wealth Management Ltd. (CIK: 0001910168) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $336.9M across 195 reported positions.
During Q1 2024, Ameliora Wealth Management Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.22% | -0.15% | +11.89% | |
| 2 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 5.78% | -0.34% | +2.73% | |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 5.07% | -0.42% | -1.11% | |
| 4 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 4.92% | -1.47% | +5.11% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.47% | +0.59% | +9.74% | |
| 6 | TMUS | T-mobile US Inc | Stock-Comm Services | 4.47% | — | EXIT | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.71% | — | -2.94% | |
| 8 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.98% | -0.22% | +2.76% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.85% | +0.10% | +1.06% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.08% | +1.50% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.50% | +0.01% | -2.26% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.35% | -0.01% | +0.64% | |
| 13 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.20% | -1.02% | -1.34% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.16% | -0.22% | +201.18% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | +0.02% | -0.35% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.91% | +0.04% | +5.72% | |
| 17 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.80% | — | -2.95% | |
| 18 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 1.78% | +0.52% | -1.62% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.70% | +0.01% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | +0.05% | +22.50% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.16% | -11.04% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.29% | +17.97% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.47% | +0.01% | +15.90% | |
| 24 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.42% | — | -0.18% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.25% | +1.38% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.35% | -0.10% | -0.09% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.28% | -0.57% | -17.94% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.22% | -0.03% | -37.01% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 1.14% | — | -0.54% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.09% | +0.15% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.07% | +3.45% | |
| 32 | J | Jacobs Solutions Inc | Stock-Industrials | 0.97% | — | — | |
| 33 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.97% | — | -1.87% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | — | -6.80% | |
| 35 | INDA | Ishares Msci India ETF | ETF-Other | 0.92% | — | +13.84% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.92% | -0.03% | — | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.89% | — | -0.14% | |
| 38 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.86% | -0.03% | -6.28% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.15% | +52.06% | |
| 40 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.79% | — | +4.29% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.12% | -2.88% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.65% | -0.14% | -0.37% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.19% | +18.69% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.55% | +0.21% | +29.76% | |
| 45 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.44% | -0.07% | +20.60% | |
| 46 | MET | Metlife Inc | Stock-Financials | 0.43% | — | — | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.38% | +0.07% | — | |
| 48 | DSTL | Distillate US Fundamental St | ETF-Other | 0.34% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.02% | +258.82% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.05% | -0.37% |
According to official SEC Form 13F filings, Ameliora Wealth Management Ltd. reported a total U.S. public equity portfolio value of $336.9M across 195 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, IGEB, FLRN) accounted for 17.3% of total reported equity market value during Q1 2024.
During Q1 2024, Ameliora Wealth Management Ltd.'s top holdings by market value included AGG (6.2%)、IGEB (5.8%)、FLRN (5.1%). The largest single position, AGG, represented 6.2% of total portfolio value.
In Q1 2024, Ameliora Wealth Management Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.